Perpetual WFIA-Perpetual Cash
PER0040AU
Perpetual WFIA-Perpetual Cash PER0040AU Strategy
Perpetual aims to achieve the objective by: actively managing the portfolio with respect to the future course of interest rates, actively managing for changes in the level of interest rates and credit margins amongst individual securities with different maturities, diversifying the fund amongst different securities issued by various borrowers.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
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Listed Investment Companies monthly performance: November 2025
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AFIC on the speculative ASX boom, opportunities, and LIC discounts
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Morningstar Investment Ideas
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Index | Last price | Change | % Change |
|---|---|---|---|
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| CAC 40 | 8,103.58 | 0.27 | -0.00% |
| DAX 40 | 24,340.06 | 56.09 | 0.23% |
| Dow JONES (US) | 48,710.97 | 20.19 | -0.04% |
| FTSE 100 | 9,870.68 | 18.54 | -0.19% |
| HKSE | 25,818.93 | 44.79 | 0.17% |
| NASDAQ | 23,593.10 | 20.21 | -0.09% |
| Nikkei 225 | 50,750.39 | 342.60 | 0.68% |
| NZX 50 Index | 13,529.06 | 11.33 | 0.08% |
| S&P 500 | 6,929.94 | 2.11 | -0.03% |
| S&P/ASX 200 | 8,762.70 | 21.10 | -0.24% |
| SSE Composite Index | 3,940.95 | 20.97 | 0.53% |